Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.3B
AUM Growth
-$658M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,276
New
Increased
Reduced
Closed

Top Buys

1
+$41.2M
2
+$32M
3
+$29.4M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$24.8M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$21.2M

Top Sells

1
+$88M
2
+$75.9M
3
+$50.6M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$48.5M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$45.3M

Sector Composition

1 Technology 9.59%
2 Consumer Discretionary 4.97%
3 Financials 4.85%
4 Healthcare 3.87%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5.09M 0.03%
91,090
+4,646
602
$5.08M 0.03%
56,461
+1,755
603
$5.06M 0.03%
181,438
+1,729
604
$5.05M 0.02%
12,898
+7,787
605
$5.02M 0.02%
25,094
+1,159
606
$5.02M 0.02%
21,610
-1,044
607
$5.01M 0.02%
58,697
+11
608
$5M 0.02%
60,049
+3,004
609
$5M 0.02%
129,705
+31,640
610
$4.99M 0.02%
30,306
+1,595
611
$4.97M 0.02%
34,388
-239
612
$4.96M 0.02%
58,293
+11,795
613
$4.96M 0.02%
173,753
+9,728
614
$4.96M 0.02%
59,007
-1,159
615
$4.96M 0.02%
140,256
-493
616
$4.96M 0.02%
127,025
+14,922
617
$4.96M 0.02%
68,381
-8,837
618
$4.95M 0.02%
154,874
-391
619
$4.94M 0.02%
144,251
-17,678
620
$4.93M 0.02%
147,926
-85,698
621
$4.88M 0.02%
37,552
-2,976
622
$4.88M 0.02%
179,780
+53,891
623
$4.86M 0.02%
71,769
-168,904
624
$4.83M 0.02%
223,131
-271,186
625
$4.83M 0.02%
108,844
+9,786
23 24
25
26 27